Stellus Capital Investment Corp
SCM
54 hedge funds and large institutions have $32.8M invested in Stellus Capital Investment Corp in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 2 closing their positions.
22,300% more call options, than puts
Call options by funds: $224K | Put options by funds: $1K
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
20% more funds holding
Funds holding: 45 → 54 (+9)
0.1% less ownership
Funds ownership: 15.18% → 15.08% (-0.1%)
16% less capital invested
Capital invested by funds: $39.2M → $32.8M (-$6.43M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$579K |
| 2 |
C
Cliffwater
Marina Del Rey,
California
|
+$335K |
| 3 |
BlackRock
New York
|
+$301K |
| 4 |
Millennium Management
New York
|
+$273K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
-$3.07M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$752K |
| 3 |
Rockefeller Capital Management
New York
|
-$308K |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$295K |
| 5 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
51
Valley National Advisers
Bethlehem,
Pennsylvania
| $2K | -$1.29K | -100 | -33% |
|
|
APA
52
American Portfolios Advisors
Holbrook,
New York
| $1.7K | +$1.98K | +153 | New |
|
|
SMH
53
Sanders Morris Harris
Houston,
Texas
| – | -$229K | -16,465 | Closed |
|
54
Envestnet Asset Management
Chicago,
Illinois
| – | -$163K | -11,730 | Closed |
|
55
Simplex Trading
Chicago,
Illinois
| – | +$1.1K | +85 | New |
|
SCM Hedge Fund Activity: Q2 2022 in Review
54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q2 2022, worth a combined $32.8M — down 16% from $39.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCM positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $579K. The largest seller was Ares Management, cutting an estimated $3.07M.
- 54 institutional investors held Stellus Capital Investment Corp (SCM) as of Q2 2022, up from 45 in Q1 2022.
- Funds reported $32.8M of Stellus Capital Investment Corp stock for Q2 2022, down 16% quarter-over-quarter.
- 11 funds opened new Stellus Capital Investment Corp positions in Q2 2022 and 2 closed out, a net change of +9 holders.
- The largest Stellus Capital Investment Corp buyer in Q2 2022 was Janney Montgomery Scott, an estimated $579K added.
- The largest Stellus Capital Investment Corp seller in Q2 2022 was Ares Management, an estimated $3.07M sold.
Based on aggregated 13F filings for Q2 2022.